This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 1-28-2021. Any timely data or views should be considered as of this date unless otherwise specified.

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Episode Host: Patrick McGeever – Corporate Credit Senior Analyst

01:33 – Market Outlook – Reed Nuttall, CFA | Chief Investment Officer

07:40 – Economic Outlook – Marco Bravo, CFA | Senior Portfolio Manager

14:07 – Corporate Credit – Elizabeth Henderson, CFA | Director of Corporate Credit

20:37 – Structured Products – Scott Edwards, CFA | Director of Structured Products

27:26 – Municipal Market – Gregory Bell, CFA, CPA | Director of Municipal Bonds

33:55 – High Yield – Scott Skowronski, CFA | Senior Portfolio Manager

39:54 – Convertibles – Tim Senechalle, CFA | Senior Portfolio Manager

Sources: Bloomberg Barclays, Bloomberg, Bureau of Economic Analysis, Federal Reserve, Refinitiv Thomson Municipal Market Data, Muzinich, ICE BofA Indices, Credit Suisse Leveraged Loan Index, JP Morgan

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 11-24-2020. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Senior Corporate Credit Analyst
Economic Update Provided By: Marco Bravo, CFA – Senior Portfolio Manager
Holiday Shopping Outlook Provided By: Michael Ashley – Senior Corporate Credit Analyst

Sources: U.S. Census Bureau, Federal Reserve, Mortgage Bankers Association, Conference Board and company reports

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 10-30-2020. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Corporate Credit Senior Analyst
Economic Update Provided By: Marco Bravo, CFA – Senior Portfolio Manager
Zazove Convertible Market Assessment Provided By: Gene Pretti – Chief Executive Officer and Chief Investment Officer at Zazove Associates

Sources: Bureau of Labor Statistics, Bureau of Economic Analysis, Institute for Supply Management, Conference Board, Bloomberg, Barclays, Blue Chip Financial Forecasts

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 10-22-2020. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Corporate Credit Senior Analyst
Fixed Income Market Review Provided By: Reed Nuttall, CFA – Chief Investment Officer

Source: Federal Reserve Board, Bloomberg Barclays

Any performance results discussed are gross of investment management fees, unless stated otherwise. Gross of fees performance results do not reflect the deduction of investment advisory fees; as such, client’s returns will be reduced by the investment advisory fees and other expenses. Broad-based securities indices are unmanaged and are not subject to fees and expenses  typically associated with managed accounts or investment funds. The Bloomberg Barclays US Aggregate Bond Index is a broad-based benchmark that measure the investment grade, U.S. dollar denominated, fixed rate taxable bond market. The index includes Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM pass-throughs), ABS and CMBS (agency and non-agency). Investment advisory fees are described in Form ADV Part 2. Income from coupons in included in Core return results. Please inquire for a schedule that illustrates the effect of management fees on a portfolio that obtains consistent returns at the specified annual rate, while incurring management fees at the beginning of each quarter equal to one-fourth of the annual fee.

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 10-6-2020. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host and Sector Update Provided By: Patrick McGeever – Corporate Credit Senior Analyst
Economic Review Provided By: Marco Bravo, CFA – Senior Portfolio Manager
Candidate Healthcare Summary Provided By: Garrett Dungee, CFA – Corporate Credit Analyst

Sources: Bureau of Labor Statistics, Bureau of Economic Analysis, Institute for Supply Management, Conference Board, RealClear Politics, Predict It, KFF.

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 9-22-2020. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host and Sector Update Provided By: Patrick McGeever – Corporate Credit Senior Analyst
Economic Review Provided By: Marco Bravo, CFA – Senior Portfolio Manager

Sources: Energy Information Agency and OPEC (as of 9/21/2020), Federal Reserve, U.S. Census Bureau (as of 8/31/20), U.S. Bureau of Economic Analysis, University of Michigan Consumer Sentiment Index (as of 9/18/20), National Association of Realtors, and National Association of Home Builders (as of 8/31/20).

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.